Be a Hero to your Non-Immigrant Visa Client: Help Them Invest in the US
CIGA member Jane Mepham will explore the intricacies of nonimmigrant work visas and address the investment challenges that visa holders often encounter in the United States.
Be A Hero To Your Nonimmigrant Visa Clients: Help them invest in the US
CIGA member Jane Mepham will explore the intricacies of nonimmigrant work visas and address the investment challenges that visa holders often encounter in the United States.
This session aims to provide a comprehensive understanding of the visa landscape, equipped with the knowledge to navigate clients’ employment and investment opportunities effectively.
ABOUT THIS WEBINAR
Learning Objectives:
- Understand nonimmigrant work visas
- Understand some of the investment challenges Visa holders face in the US
- Help visa holders invest in the US
About the Speaker: Jane Mepham CFP® is the founder of Elgon Financial Advisors, a Fee-Only planning firm that works with foreign-born (immigrant) families and foreign nationals on work visas. She spent over 17 years in the high-tech industry working with tech immigrants before switching to the planning industry.
She enjoys talking about this niche and has been published in Kitces, Advisor Perspectives, amongst other places.
She enjoys running the Austin trails and roads as she trains to qualify for the Boston Marathon.
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